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Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-03-02
  • NJ RA
    APPROVED
    Since 2021-03-02

Branch Locations

31 Soouth Avenue W., Cranford, NJ 07016 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-03-01
  • NJ RA
    APPROVED
    Since 2021-03-01

Branch Locations

31 South Ave W., Cranford, NJ 07016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Fort Washington PA 11/2020 Present
Jockey Hollow Bar & Kitchen Morristown NJ 06/2017 08/2019
Nespolo Ristorante Flemington NJ 08/2019 11/2019
Unemployed , N/A N/A NJ 01/2009 06/2017
Bergin Agency Cranford NJ 02/2020 Present
Capital Analysts Fort Washington PA 02/2021 Present
Lincoln Investment Fort Washington PA 02/2021 Present
  • 11/2020 → Present
    Fort Washington, PA
  • 06/2017 → 08/2019
    Jockey Hollow Bar & Kitchen
    Morristown, NJ
  • 08/2019 → 11/2019
    Nespolo Ristorante
    Flemington, NJ
  • 01/2009 → 06/2017
    Unemployed , N/A
    N/A, NJ
  • 02/2020 → Present
    Bergin Agency
    Cranford, NJ
  • 02/2021 → Present
    Fort Washington, PA
  • 02/2021 → Present
    Fort Washington, PA
Other Businesses

BERGIN AGENCY LLC POSITION: Branch Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/03/2020 ADDRESS: 31 South Ave W, Cranford NJ 07016, United States DESCRIPTION: Branch assistant - assisting branch clients, marketing, and paperwork processing

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-16
  • S66 Uniform Combined State Law Examination
    2021-02-16

View on SEC IAPD

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